Simplicity Wealth LLC Purchases 9,353 Shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Adam Dyson on Mar 10th, 2025

Simplicity Wealth LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 110.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,791 shares of the company’s stock after buying an additional 9,353 shares during the quarter. Simplicity Wealth LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $1,785,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of SGOV. Ulland Investment Advisors LLC lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 152.0% during the 4th quarter. Ulland Investment Advisors LLC now owns 252 shares of the company’s stock valued at $25,000 after buying an additional 152 shares during the period. Godsey & Gibb Inc. bought a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth $67,000. Clarity Asset Management Inc. bought a new position in iShares 0-3 Month Treasury Bond ETF in the 3rd quarter worth $70,000. Bank of Jackson Hole Trust bought a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth $70,000. Finally, Kozak & Associates Inc. bought a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth $79,000.

iShares 0-3 Month Treasury Bond ETF Stock Up 0.0 %

Shares of iShares 0-3 Month Treasury Bond ETF stock opened at $100.43 on Monday. iShares 0-3 Month Treasury Bond ETF has a one year low of $100.15 and a one year high of $100.75. The stock’s fifty day moving average is $100.48 and its 200 day moving average is $100.49.